by Kathleen Burns Kingsbury | Feb 24, 2025 | Podcast Insights
For financial advisors considering the transition to independence, navigating the available pathways can feel both exciting and overwhelming. Beyond the Broker: Navigating Financial Advisory Independence, Cameo Roberson’s new book, serves as a comprehensive guide to...
by Kathleen Burns Kingsbury | Jan 27, 2025 | Podcast Insights
On a recent episode of the Unleash Your True Value™ podcast, I had the pleasure of sitting down with Anne Johnston, founder and managing director of Created, a boutique wealth advisory. Anne has sparked a movement called Finance is Beautiful, blending financial...
by Kathleen Burns Kingsbury | Dec 9, 2024 | Podcast Insights
So, you’ve got a book idea swirling in your mind. Whether it’s a bucket list item, a burning passion, or a way to elevate your business, the thought of starting can feel overwhelming. But here’s some expert advice to get you on the right track: the first step isn’t...
by Kathleen Burns Kingsbury | Nov 25, 2024 | Podcast Insights
“You’re stronger than you think.” Diane Pappas, CFP, CDFA, & Founder of Solutions for Divorce On a recent episode of the Breaking Money Silence® Podcast, I had the pleasure of sitting down with Diane Pappas who shared her journey from stay-at-home mom to...
by Kathleen Burns Kingsbury | Oct 14, 2024 | Podcast Insights
Today, I’m excited to share insights from my recent conversation with Anita Knotts, the founder and CEO of the Lotus Women’s Institute. With over 30 years of experience in financial services, Anita has dedicated her career to empowering women and people of color in...
by Kathleen Burns Kingsbury | Sep 16, 2024 | Podcast Insights
When it comes to your financial advisory career, a healthy culture is crucial for growth, happiness, and success. But what do you do if your gut is telling you it may be time to leave? On a recent episode of the Breaking Money Silence Podcast, Alanah Phillips, a RIA...
